Hi there! I'm a Zoho expert, with over 7+ years experience dealing with Zoho One, Zoho CRM, Zoho Creator, Zoho Analytics and Customization among Zoho apps. Covered projects related to Zoho CRM optimisation and Zoho apps integration with third party systems. Skilled in creating custom functions using deluge, API integrations, workflow automation.
I have understood the overall objective of this project, and can get this fixed for you as per procedural requirement !
Please see the sample project I worked recently for a healthcare website in Canada -:
- Implemented CRM, Books, Forms, Campaigns and Desk in Zoho One Suite
- Customised leads and deals module in Zoho CRM and added fields as per requirement
- Set up workflows to create follow up tasks based on type of lead
- Setting up of form for fetching detalis of patient.
- Creating events of wellness programs and engaging with interested ones through setting campaigns .
- Set up customer support using Zoho Desk
If it is suitable, we can have short chat, I look forward to working on this project with you and to understand in briefly about this project....